Legacy Financial Advisors, Inc. Ishares Core S&P Total U.S. St Transaction History

Legacy Financial Advisors, Inc.

$602 Million
Q3 2025

A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 188,158 shares of ITOT stock, worth $27.5 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares

188,158

Previous 198,558 5.24%

Holding current value

$27.5 Million

Previous $26.8 Million 2.21%

% of portfolio

4.55%

Previous 5.09%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$135.0 - $146.02 $1.4 Million - $1.52 Million	-10,400 Reduced 5.24%	188,158 $27.4 Million
Q2 2025 Aug 07, 2025	SELL	$108.12 - $135.04 $554,115 - $692,080	-5,125 Reduced 2.52%	198,558 $26.8 Million
Q1 2025 May 14, 2025	SELL	$120.29 - $134.6 $833,489 - $932,643	-6,929 Reduced 3.29%	203,683 $24.9 Million
Q4 2024 Feb 13, 2025	SELL	$124.26 - $134.12 $693,743 - $748,791	-5,583 Reduced 2.58%	210,612 $27.1 Million
Q3 2024 Nov 13, 2024	SELL	$113.41 - $125.62 $472,466 - $523,332	-4,166 Reduced 1.89%	216,195 $27.2 Million

Q2 2024 Aug 13, 2024	SELL	$108.78 - $119.23 $351,576 - $385,351	-3,232 Reduced 1.45%	220,361 $26.2 Million
Q1 2024 May 14, 2024	SELL	$103.16 - $115.3 $1.11 Million - $1.24 Million	-10,776 Reduced 4.6%	223,593 $25.8 Million
Q4 2023 Feb 06, 2024	SELL	$90.04 - $105.69 $36.8 Million - $43.1 Million	-408,168 Reduced 63.52%	234,369 $24.7 Million
Q3 2023 Nov 13, 2023	SELL	$93.72 - $101.39 $3.3 Million - $3.57 Million	-35,218 Reduced 5.2%	642,537 $60.5 Million
Q2 2023 Aug 08, 2023	SELL	$89.03 - $97.84 $17.9 Million - $19.6 Million	-200,714 Reduced 22.85%	677,755 $66.3 Million
Q1 2023 May 03, 2023	BUY	$84.12 - $93.15 $1.26 Million - $1.39 Million	14,960 Added 1.73%	878,469 $79.5 Million
Q4 2022 Feb 06, 2023	SELL	$79.44 - $90.48 $66,729 - $76,003	-840 Reduced 0.1%	863,509 $73.2 Million
Q3 2022 Nov 09, 2022	BUY	$79.54 - $95.9 $10.7 Million - $12.9 Million	134,574 Added 18.44%	864,349 $68.8 Million
Q2 2022 Aug 08, 2022	BUY	$80.96 - $102.19 $2.4 Million - $3.03 Million	29,664 Added 4.24%	729,775 $61.1 Million
Q1 2022 May 04, 2022	BUY	$93.09 - $107.63 $2.2 Million - $2.55 Million	23,665 Added 3.5%	700,111 $70.7 Million
Q4 2021 Feb 04, 2022	BUY	$98.24 - $107.61 $1.67 Million - $1.83 Million	17,024 Added 2.58%	676,446 $72.4 Million
Q3 2021 Oct 26, 2021	SELL	$97.33 - $103.96 $512,929 - $547,869	-5,270 Reduced 0.79%	659,422 $64.9 Million
Q2 2021 Jul 21, 2021	SELL	$92.76 - $98.86 $14.4 Million - $15.4 Million	-155,602 Reduced 18.97%	664,692 $65.6 Million
Q1 2021 Apr 28, 2021	BUY	$85.12 - $92.58 $2.67 Million - $2.91 Million	31,388 Added 3.98%	820,294 $75.1 Million
Q4 2020 Feb 02, 2021	BUY	$74.05 - $86.22 $24.7 Million - $28.7 Million	333,062 Added 73.06%	788,906 $68 Million
Q3 2020 Nov 09, 2020	SELL	$69.81 - $80.47 $891,054 - $1.03 Million	-12,764 Reduced 2.72%	455,844 $34.4 Million
Q2 2020 Aug 07, 2020	BUY	$54.49 - $72.8 $4.45 Million - $5.94 Million	81,616 Added 21.09%	468,608 $32.5 Million
Q1 2020 May 12, 2020	BUY	$49.67 - $76.42 $5.15 Million - $7.92 Million	103,648 Added 36.58%	386,992 $25.1 Million
Q4 2019 Jan 27, 2020	BUY	$65.12 - $72.96 $523,304 - $586,306	8,036 Added 2.92%	283,344 $20.6 Million
Q3 2019 Nov 07, 2019	BUY	$64.37 - $68.57 $719,656 - $766,612	11,180 Added 4.23%	275,308 $18.5 Million
Q2 2019 Aug 07, 2019	BUY	$62.47 - $67.06 $303,479 - $325,777	4,858 Added 1.87%	264,128 $17.6 Million
Q1 2019 May 14, 2019	SELL	$55.45 - $64.92 $120,049 - $140,551	-2,165 Reduced 0.83%	259,270 $16.7 Million
Q4 2018 Jan 16, 2019	BUY	$53.25 - $66.76 $706,521 - $885,771	13,268 Added 5.35%	261,435 $14.8 Million
Q3 2018 Oct 30, 2018	BUY	$62.51 - $67.36 $192,593 - $207,536	3,081 Added 1.26%	248,167 $16.5 Million
Q2 2018 Jul 17, 2018	BUY	$59.06 - $64.29 $342,488 - $372,817	5,799 Added 2.42%	245,086 $15.8 Million
Q1 2018 Apr 12, 2018	BUY	$58.94 - $65.4 $653,114 - $724,697	11,081 Added 4.86%	239,287 $14.5 Million
Q4 2017 Feb 09, 2018	BUY	$57.99 - $61.7 $13.2 Million - $14.1 Million	228,206	228,206 $14 Million

Others Institutions Holding ITOT

# of Institutions

1,725

Shares Held

335M

Call Options Held

61.7K

Put Options Held

36K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Account

Legacy Financial Advisors, Inc. Ishares Core S&P Total U.S. St Transaction History